Adding to Static Views (Saved Lists)
Instructions
To add a Company, Contact, Candidate or Job Record to a Static View, please follow the steps below
I) Add Selected (i.e Highlighted) records to Static View
- Locate any Company, Contact, Candidate or Job Record. Hint: You can select multiple records at the same time
- ‘Right Click’ and select Static Views > Add Selected Items > Pick Static View
- A new window will pop up
- Locate the desired Static View
- Click ‘OK’
- Search for any Company, Contact, Candidate or Job Record.
- ‘Right Click’ on any searched record and select Static Views > Add Searched Items > Pick Static View
- A new window will pop up
- Locate the desired Static View
- Click ‘OK’
- Locate any Company, Contact, Candidate or Job Record. Hint: You can select multiple records at the same time
- Simply drag-n-drop the selected records onto the desired Static View.